File Taxes tab – Keeper Tax Customers

The File Taxes tab is your personalized gateway to filing taxes with Keeper. You can get started with the touch of a button. And the process is completely automated, easy to follow, and fast. Best of all, there's no need to be a tax expert. The filing flow will walk you through the process of uploading your forms and documentation. After that, our team of tax assistants does the heavy lifting so you don't have to.

Onboarding

When you start filing your taxes we'll ask a series of questions to determine if Keeper is capable of filing for your tax situation. Select anything that applies as this will help customize your tax filing experience.

💡 Tip: Tap on the question mark  icon to learn more about a specific form

Once you answer all questions, we'll let you know if we're able to support your specific tax situation.

When you're in the filing flow you'll be able to enter your:

Household details
Income
Federal credits
State taxes
Submit

💡 Tip: Yellow caution triangles  mean there is missing information required to 
submit your tax return for review

Household details

Household details is where you enter:

Your information
Your spouse's information
Your address
Dependents information (if any)

Income details

Income details is where you report different types of income:

- Freelance income
- Employee income (W-2)
- Investment income

By tapping on "See more" you'll be able to enter:

Gambling income (W-2G)
Unemployment income
Interest income
Dividend income
Retirement income

Federal credits

Under this section we go over federal tax credits and deductions:

Standard deduction
Home office
Vehicle expenses
Healthcare
Student loans
Child tax credit

Tap on "See more" to view additional tax credits or deductions:

EITC
Quarterly taxes
HSA
Capital loss
IRA
Student tuition
Childcare
Charity
Physical inventory
Homeownership
Renewable Energy
Teaching

State taxes

Once you've completed all previous sections, you'll be able to complete your state taxes. This is where you tell us about the state/s you've lived in and worked in.

By tapping on the plus icon you can add additional states that you've lived or worked in.

Submit

When all sections are complete and you seeing in all sections you're able to start the process to submit your taxes for review.

This is where you can enter your Identity Protection PIN if the IRS sent you one.

You'll see an overview of your:

Write-offs
Personal information
Income
Credits
States

If everything looks good, tap on "Submit to review!"

We'll review your tax return for completeness and text you once it's complete. You'll be able to review your tax file and filing amounts in-app before submitting to the IRS. We won't submit your return without your approval.

Want to know more? See our Filing with Keeper article for more useful tips.

Have you already submitted your e-filed tax return to the IRS through the File Taxes tab? See our Tax Returns with Keeper article for more information on what comes next.